Original filing (PDF)20260316144438NAL0001911264001

Insurance Marketing Solutions LLC

Name: Insurance Marketing Solutions LLC — IMS 401(k) and, Form 5500 (2025)
Creator: Insurance Marketing Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IMS 401(k) and Profit Sharing Plan

401(k) retirement plan · Insurance Marketing Solutions LLC's IMS 401(k) and Profit Sharing Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Yvonne Arellano signed Insurance Marketing Solutions LLC's 2025 Form 5500 as plan administrator.

Yvonne Arellano — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Insurance Marketing Solutions LLC's EIN is 56-2435666.

EIN 56-2435666

Plan number 001

Plan year 2025

ACK ID 20260316144438NAL0001911264001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Insurance Marketing Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Insurance Marketing Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSURANCE MARKETING SOLUTIONS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score